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Disclosery

Synergy Financial Group, LTD: NEE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Synergy Financial Group, LTD on NEE, newest first. How the timeline and the estimate are built.

Synergy Financial Group, LTD held 5,101 NEE shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,101 shares
    Change vs previous 13F -24 shares

    0.32% of the 13F portfolio, value $447,715.

    13F-HR 0001905669-26-000003 filed by Synergy Financial Group, LTD
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 5,125 shares
    Change vs previous 13F +833 shares

    0.36% of the 13F portfolio, value $476,010.

    13F-HR 0001905669-26-000002 filed by Synergy Financial Group, LTD
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 4,292 shares
    Change vs previous 13F -353 shares

    0.24% of the 13F portfolio, value $344,562.

    13F-HR 0001905669-26-000001 filed by Synergy Financial Group, LTD
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 4,645 shares
    Change vs previous 13F -8 shares

    0.24% of the 13F portfolio, value $350,614.

    13F-HR 0001905669-25-000005 filed by Synergy Financial Group, LTD
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 4,653 shares
    Change vs previous 13F -13 shares

    0.24% of the 13F portfolio, value $322,993.

    13F-HR 0001905669-25-000004 filed by Synergy Financial Group, LTD
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 4,666 shares
    Change vs previous 13F -67 shares

    0.3% of the 13F portfolio, value $330,776.

    13F-HR 0001905669-25-000003 filed by Synergy Financial Group, LTD
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 4,733 shares
    Change vs previous 13F -1,245 shares

    0.28% of the 13F portfolio, value $339,291.

    13F-HR 0001905669-25-000001 filed by Synergy Financial Group, LTD
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 5,978 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $505,307.

    13F-HR 0001905669-24-000005 filed by Synergy Financial Group, LTD
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).